Production, format conversion and Bates/document numbering.
Once the documents to be produced have been accumulated in a briefcase, all or some of the documents in the briefcase can be “produced” in native (non-PDF files) or PDF file format.
Native or PDF format production is managed by MasterFile’s Evidence Cruncher functions. The Evidence Cruncher wizard also controls controls the type of stamps (original or new), sequential numbering format, prefix formats, and PDF or image endorsement of exhibit and Bates numbers, dates and watermarks, etc. as needed, on each of the document’s pages. It’s all managed simply from one dialog box.
Native briefcases retain the native format documents without alteration.
PDF briefcases can be produced as PDF or as “TIF image in PDF”. A “TIF image in PDF” production rasterizes document pages. Redactions can be applied to a PDF or burned into TIF images. You can specify which version to use in the final production.
Mixed PDF and native document productions are handled automatically.
PDF briefcases are assigned and stamped both document and Bates numbers, while native format briefcases are assigned just a document number. These are recorded in the document’s production history. You can track a matter’s production sets and their documents from the production history view of the source MasterFile database. That eliminates tedious manual organization that’s typically required, such as dealing with multiple copies of original documents in specific new folders for each production, etc., which is error prone.
Source documents (original PDF files or natives) always remain unaltered in the source MasterFile database.
When document processing is complete, i.e. all documents in the briefcase have been produced, you can either lock the briefcase to prevent further additions, or leave it open if the disclosure set is incomplete and more documents are still to be added. Sequencing documents will continue automatically.
Production in both native and PDF format is easy too. Once the selection is determined, adding it to the briefcase takes one click. MasterFile will track the history of all produced documents, even if produced several times in either or both formats.